How do I view my client's settings?

Select the Clients tab.
The Clients screen opens a list of all of your clients.

Click the client's name or search for a client.

Click the Settings sub-tab link for that client.

Client Settings Subtab

You can view the following for the selected client:

Expense Rate Precision—This is the maximum precision for invoice expense rates that can be submitted for this client. You cannot create or upload invoices for this client with expense rates containing more than the specified number of digits after the decimal point. For example, your client may expect from you to submit certain expenses using precision up to a fraction of a cent, such as $2.899/unit per gallon of gas.

Payment Sharing—Your client may want to share invoice payments with your firm. If this is the case, you can track invoice payment information, and receive notification about invoice payments. Yes indicates that the client will update invoice status and details when your invoices are paid.

Timekeepers ignored on Invoice Expense Line Items—Based on your client's settings as follows:

No indicates that when users create invoices in Collaborati or upload invoices, the expense type line item Timekeeper values are saved and sent to the client.

Yes indicates that when users create invoices in Collaborati or upload invoices, the expense type line item Timekeeper values are not used or are removed.
If Yes displays, the following apply:

When you create expense line items in Collaborati invoices, the Timekeeper (TK) drop-down list does not display.

If you upload LEDES invoices, for expense line item rows, you do not need to enter a Timekeeper value.